INVESCO KBW HIGH DIVIDEND YI (KBWD) Institutional Shareholders
INVESCO KBW HIGH DIVIDEND YI (KBWD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $92.20M in KBWD holdings during the latest filing period.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of KBWD tracked by InsiderSet, reporting ownership valued at approximately $18.61M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.58M, representing an estimated loss of -5.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed KBWD value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO KBW HIGH DIVIDEND YI (KBWD).
This page ranks the largest institutional KBWD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
58
Total Reported Value
$92.20M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$18.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.00% | 1,498,521 | $18,611,632 | $17,577,651 | -$1,033,981 | -5.56% | |
| Lpl Financial Llc | 0.00% | 908,907 | $11,288,628 | $10,661,479 | -$627,149 | -5.56% | |
| Morgan Stanley | 0.00% | 857,981 | $10,656,138 | $10,064,117 | -$592,021 | -5.56% | |
| Mission Hills Financial Advisory, Llc | 4.49% | 823,136 | $10,223,348 | $9,655,385 | -$567,963 | -5.56% | |
| Bank Of America Corp | 0.00% | 807,309 | $10,026,772 | $9,469,735 | -$557,037 | -5.56% | |
| Gradient Investments Llc | 0.11% | 642,248 | $7,976,715 | $7,533,569 | -$443,146 | -5.56% | |
| Bnp Paribas Financial Markets | 0.00% | 338,644 | $4,205,958 | $3,972,294 | -$233,664 | -5.56% | |
| Raymond James Financial Inc | 0.00% | 214,547 | $2,664,676 | $2,516,636 | -$148,040 | -5.56% | |
| Thrive Capital Management, Llc | 0.30% | 128,509 | $1,596,082 | $1,507,411 | -$88,671 | -5.56% | |
| Envestnet Asset Management Inc | 0.00% | 121,856 | $1,513,453 | $1,429,371 | -$84,082 | -5.56% | |
| Kingswood Wealth Advisors, Llc | 0.04% | 80,474 | $999,487 | $943,960 | -$55,527 | -5.56% | |
| Cetera Investment Advisers | 0.00% | 71,412 | $886,937 | $837,663 | -$49,274 | -5.56% | |
| Harvest Investment Services, Llc | 0.13% | 69,181 | $859,224 | $811,493 | -$47,731 | -5.56% | |
| Equitable Holdings, Inc. | 0.01% | 68,850 | $855,120 | $807,611 | -$47,510 | -5.56% | |
| Mml Investors Services, Llc | 0.00% | 62,448 | $775,606 | $732,515 | -$43,091 | -5.56% | |
| Endowment Wealth Management, Inc. | 0.25% | 52,469 | $651,659 | $615,461 | -$36,198 | -5.55% | |
| Osaic Holdings, Inc. | 0.00% | 51,402 | $638,443 | $602,945 | -$35,498 | -5.56% | |
| Winnow Wealth Llc | 0.43% | 51,309 | $637,260 | $601,855 | -$35,405 | -5.56% | |
| Kovack Advisors, Inc. | 0.03% | 48,112 | $600,178 | $564,354 | -$35,824 | -5.97% | |
| Jefferies Financial Group Inc. | 0.01% | 45,344 | $563,172 | $531,885 | -$31,287 | -5.56% | |
| Ifp Advisors, Inc | 0.01% | 41,700 | $517,914 | $489,141 | -$28,773 | -5.56% | |
| D. E. Shaw & Co., Inc. | 0.00% | 38,521 | $478,431 | $451,851 | -$26,580 | -5.56% | |
| Creativeone Wealth, Llc | 0.01% | 35,642 | $442,676 | $418,081 | -$24,595 | -5.56% | |
| Regal Investment Advisors Llc | 0.02% | 31,912 | $396,348 | $374,328 | -$22,020 | -5.56% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 26,430 | $381,913 | $310,024 | -$71,889 | -18.82% | |
| Independent Financial Group, Llc | 0.01% | 30,642 | $380,574 | $359,431 | -$21,143 | -5.56% | |
| Ubs Group Ag | 0.00% | 26,656 | $331,068 | $312,675 | -$18,393 | -5.56% | |
| Rockefeller Capital Management L.P. | 0.00% | 19,308 | $239,814 | $226,483 | -$13,331 | -5.56% | |
| Newedge Advisors, Llc | 0.00% | 17,484 | $217,152 | $205,087 | -$12,065 | -5.56% | |
| Brookstone Capital Management | 0.00% | 17,410 | $216,232 | $204,219 | -$12,013 | -5.56% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 17,185 | $213,438 | $201,580 | -$11,858 | -5.56% | |
| Cwm, Llc | 0.00% | 16,221 | $203,411 | $190,272 | -$13,139 | -6.46% | |
| Royal Bank Of Canada | 0.00% | 16,157 | $201,000 | $189,522 | -$11,478 | -5.71% | |
| Farther Finance Advisors, Llc | 0.00% | 14,045 | $174,438 | $164,748 | -$9,690 | -5.56% | |
| Tower Research Capital Llc (Trc) | 0.00% | 13,894 | $172,563 | $162,977 | -$9,586 | -5.56% | |
| Oakmont Advisory Group, Llc | 0.14% | 13,487 | $167,509 | $158,203 | -$9,306 | -5.56% | |
| Janney Montgomery Scott Llc | 0.00% | 12,774 | $159,000 | $149,839 | -$9,161 | -5.76% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 12,240 | $152,031 | $143,575 | -$8,456 | -5.56% | |
| Koshinski Asset Management, Inc. | 0.01% | 11,659 | $144,805 | $136,760 | -$8,045 | -5.56% | |
| Choreo, Llc | 0.00% | 10,134 | $125,864 | $118,872 | -$6,992 | -5.56% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 9,339 | $115,990 | $109,546 | -$6,444 | -5.56% | |
| Fifth Third Bancorp | 0.00% | 8,698 | $108,029 | $102,028 | -$6,001 | -5.56% | |
| Jpmorgan Chase & Co | 0.00% | 8,351 | $103,302 | $97,957 | -$5,345 | -5.17% | |
| Founders Financial Alliance, Llc | 0.01% | 5,973 | $74,185 | $70,063 | -$4,122 | -5.56% | |
| Simplex Trading, Llc | 0.00% | 5,182 | $64,360 | $60,785 | -$3,575 | -5.55% | |
| Pnc Financial Services Group, Inc. | 0.00% | 4,861 | $60,374 | $57,020 | -$3,354 | -5.56% | |
| Harbour Investments, Inc. | 0.00% | 2,500 | $31,050 | $29,325 | -$1,725 | -5.56% | |
| Albion Financial Group | 0.00% | 2,328 | $28,914 | $27,307 | -$1,607 | -5.56% | |
| Img Wealth Management, Inc. | 0.01% | 1,249 | $15,513 | $14,651 | -$862 | -5.56% | |
| Jones Financial Companies Lllp | 0.00% | 1,156 | $14,213 | $13,560 | -$653 | -4.60% |
Frequently asked questions about KBWD
Who owns the most KBWD stock?
The largest holders of KBWD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO KBW HIGH DIVIDEND YI (KBWD).
Is KBWD widely held by superinvestors?
Many widely followed stocks like KBWD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly KBWD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.